Manager Toolkit logo

Capturing Quickly

Log actions, catchups, meeting notes, and reminders without leaving your tab.

Last updated April 2026

The extension home screen shows four capture tiles on the left. Click any tile to open the form. After saving, you return to the home screen immediately and a confirmation toast appears at the bottom of the popup.

Logging an Action

Click Action to open the action form.

  • What needs doing - describe the task
  • Priority - Urgent, Normal, or Low Urgency
  • Team and Member - optional, shown side by side; select a team first to load the member list
  • Deadline - optional date picker

Press Cmd+Enter (Mac) or Ctrl+Enter (Windows) to save from the text field.

The action appears in your Actions list on the dashboard immediately, sorted by priority.

Logging a Catchup

Click Catchup to open the catchup form.

  • Team and Member - required; select the person you met with
  • Date - defaults to today
  • How did it go - four emoji sentiment options
  • Discussion - optional; type what was said and switch between "You" and the member's name to log both sides of the conversation

Press Enter (without Shift) in the discussion text area to add a message and switch speaker automatically.

Saving a Meeting Note

Click Meeting Note to open the form. The meeting name field pre-fills with the title of the current page you have open - useful when you are in a video call tab.

  • Meeting name - edit or replace the pre-filled title
  • Date and Team - shown side by side; defaults to today
  • Attendees - tick the team members who attended
  • Notes - key points, decisions, and follow-ups

Press Cmd+Enter or Ctrl+Enter to save from the notes field.

Setting a Reminder

Click Reminder to open the reminder form.

  • What to remind you about - a brief title
  • Reminder type - choose On a date (shows a date picker) or Before a catchup (fires before the next logged catchup with that person)
  • Team and Member - optional; shown side by side; link the reminder to a specific person
  • Notes - optional context

Date reminders

Set a specific date. The reminder appears on your dashboard and calendar as the date approaches.

Catchup reminders

No date needed. The reminder surfaces before your next logged catchup with the selected team member.

Keyboard Shortcuts

| Action | Shortcut | |--------|----------| | Open extension | Alt+Shift+M | | Save from single-line field | Enter | | Save from notes / text area | Cmd+Enter or Ctrl+Enter | | Add discussion message | Enter (in discussion field) |

Your last selected team carries over between forms and between sessions. If you always work with the same team, you will rarely need to change the team selector.

Was this article helpful?